Samuel Aeps Email & Phone Number
Senior Financial Adviser @ Sheridans Accountants & Financial Planners Pty Ltd
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Samuel Aeps Location
- Glenelg, SA, AU
Samuel Aeps Work
- 2025 -now Senior Financial Adviser @
- 2024 -2025 Senior Financial Advisor @
- 2020 -2024 Financial Advisor @
- 2018 -2020 Senior Adviser @ Wotherspoon Wealth
- 2016 -2018 Wealth Adviser @
- 2015 -2016 Financial Adviser and Accountant Resource Manager @
- 2010 -2015 Financial Adviser, Estate Planning Specialist @ Prescott Securities Limited
- 2007 -2010 Senior Para Planner @ Prescott Securities Limited
- 2005 -2007 Para Planner @ Prescott Securities Limited
- 2004 -2005 Portfolio Administrator @ Prescott Securities Limited
- 2001 -2004 Superannuation Fund Administrator @
Samuel Aeps Education
- Kaplan Professional
Master of Applied Finance
2009-2010 - Kaplan Professional
Graduate Diploma of Financial Planning
2007-2009 - University of South Australia
Bachelor of Business (Commercial Law)
2001-2007 - Blackfriars Priory School 1995-2000
Samuel Aeps Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Charitable Trusts
- Pensions
- Insurance
- Retirement Planning
- Intergenerational Wealth Transfer
- Financial Planning
- Portfolio Management
- Tax
- Superannuation
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Income Protection
- Strategy
- Financial Services
- Referrals
- Equities
- Wealth Management
- Mutual Funds
- SMSF
- Strategic Financial Planning
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Risk Management
- Marketing
- Trusts
- Accountants
- Literature
- Holistic Financial Planning
- Wealth
- Succession Planning
- Guides
- Securities
- Investment Management
Samuel Aeps Summary
- Samuel Aeps, based in Glenelg, SA, AU, is currently a Senior Financial Adviser at Sheridans Accountants & Financial Planners Pty Ltd. Samuel Aeps brings experience from previous roles at Perks, Wotherspoon Wealth and Macquarie Group. Samuel Aeps holds a 2009 - 2010 Master of Applied Finance @ Kaplan Professional. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Charitable Trusts, Pensions and more. Samuel Aeps has 2 emails and 1 mobile phone numbers on RocketReach.
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